SPYM

State Street SPDR Portfolio S&P 500 ETF

1,568 hedge funds and large institutions have $68.5B invested in State Street SPDR Portfolio S&P 500 ETF in 2025 Q4 according to their latest regulatory filings, with 234 funds opening new positions, 720 increasing their positions, 459 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

10% more capital invested

Capital invested by funds: $62.1B → $68.5B (+$6.37B)

1.24% more ownership

Funds ownership: 70.21%71.46% (+1.2%)

50% less call options, than puts

Call options by funds: $79M | Put options by funds: $158M

Holders
1,568
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
344
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$79M
Puts
$158M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MCWS
551
McKinley Carter Wealth Services
West Virginia
$5.46M
WF
552
WealthPoint Financial
North Carolina
$5.46M
RIM
553
Redwood Investment Management
Arizona
$5.43M
TF
554
Theory Financial
Colorado
$5.43M
UWP
555
Uniting Wealth Partners
Kansas
$5.37M
PSCM
556
Per Stirling Capital Management
Texas
$5.3M
AF
557
Aldebaran Financial
$5.27M
MWM
558
Modera Wealth Management
New Jersey
$5.26M
MWM
559
Maridea Wealth Management
New York
$5.18M
PA
560
Parallel Advisors
California
$5.18M
FSA
561
Financial Security Advisor
Virginia
$5.17M
PWM
562
Perigon Wealth Management
California
$5.16M
CCG
563
Catalina Capital Group
California
$5.13M
PFA
564
Pure Financial Advisors
California
$5.13M
LA
565
Lifeworks Advisors
Michigan
$5.11M
MSRI
566
Michael S. Ryan Inc
New York
$5.05M
GM
567
GeoWealth Management
Illinois
$5.04M
EWM
568
Evolution Wealth Management
Florida
$5.03M
AFP
569
Alpha Financial Partners
Kentucky
$5.03M
ML
570
MLP3 LLC
New Jersey
$5.01M
AFP
571
ATX Financial Planning
Texas
$4.99M
HVIA
572
Hudson Valley Investment Advisors
New York
$4.99M
PPW
573
Parcion Private Wealth
Washington
$4.96M
BFA
574
Beaumont Financial Advisors
Massachusetts
$4.96M
GKWIM
575
Gerber Kawasaki Wealth & Investment Management
California
$4.95M